Abby Kelliher is a financial advisor with Edward Jones in Honolulu, HI, holding a CFP® designation and Series 63 and 66 licenses. She has 11 years of industry experience, including eight years at MFS Fund Distributors Inc before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Sean Calles is a financial advisor with Ameriprise in Honolulu, HI, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team, emphasizing managed accounts and algorithmic automation in its advisory process.

Glennel Jordan is a financial advisor with Osaic Wealth, Inc. based in Honolulu, HI, holding Series 63 and Series 65 licenses with 18 years of industry experience. His prior roles include positions at Royal Alliance and Massachusetts Mutual Life Insurance Company. He is CEO of Summit Financial Advisors, an independent team focused on comprehensive financial planning and insurance, and serves as Vice President of Mana Wealth Hawaii, an LLC that meets with clients regarding fixed products. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing proprietary tools and third-party platforms to construct diversified portfolios managed on discretionary or non-discretionary bases.

Brian Stouffer is a financial advisor with Cetera, holding Series 65 and Series 66 licenses and possessing 20 years of industry experience. He has spent the majority of his career with Bankoh Investment Services, Inc., from 2007 to 2017 and again since 2018, and joined Cetera in 2025. Based in Honolulu, HI, he currently serves clients through Cetera Investment Services LLC. Cetera Investment Advisers LLC is an SEC-registered adviser operating a large nationwide network of independent advisors. The firm serves individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Shawn Hamada is a financial advisor with Equitable Advisors in Honolulu, HI, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He previously worked at OSAIC and Jhfn Sii, and has served multiple tenures at Equitable Advisors since 2000. Outside of his advisory role, Hamada is vice president of MOA Hawaii, a nonprofit focused on arts, culture, health, and wellness, and serves as a board member of Nakata Electrical Inc. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement plan consulting, and asset-management programs. The firm delivers its services through a network of Investment Adviser Representatives and utilizes a variety of third-party advisory models, including the SAM program and LPL-sponsored solutions.

Valerie Schmidt is a CFP® and ChFC® with 28 years of experience in the financial services industry, currently serving as an advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of her advisory role, she serves as President of the University of Hawaii Women's Basketball Booster Club and provides nonfinancial guidance related to spiritual alignment and personal development. Ameriprise is an institutional firm offering a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations through a centralized consulting team.

Thomas Lodico is a financial advisor with LPL Financial, holding a Series 63 designation and 34 years of industry experience. He worked at Ameriprise Financial Services, Inc. for 29 years prior to joining LPL Financial in 2021. Lodico is also involved with Pacstar Financial Group, an investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive advisor tools and a large network of investment adviser representatives.

William Stack is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. Prior to this role, he has been involved in songwriting and streaming residuals through Orchard Enterprises NY, Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Lorrie Mossman is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. She has worked at Raymond James since 2017 and previously held roles at First Hawaiian Bank and Bancwest Investment Services. Mossman has served as a Field Compliance Officer at First Hawaiian Bank and First Hawaiian Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a broad range of clients, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using a variety of analytical tools and supports its recommendations through advisory programs and partnerships across a large advisor network.

Jodi Lam is a financial advisor with Morgan Stanley in Honolulu, HI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Morgan Stanley entities since 2009 and currently serves as Committee Chair for the Hawaii Society of CPAs, in addition to holding board positions with the United States Tennis Association Hawaii Pacific Section and the Hawaii Society of Certified Public Accountants. Morgan Stanley Wealth Management offers a broad range of advisory and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets, with an investment approach that incorporates firm-approved planning tools and market scenario modeling.

Nedrick Nakama is a financial advisor with Wells Fargo Clearing in Honolulu, HI. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Mauricio Santos is a financial advisor with Cetera based in Honolulu, HI, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked with Cetera and its related entities since 2013 and is also involved with Latitude Wealth Management, LLC. Outside of advising, he sells life, annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and unaffiliated third-party managers.

Mel Mendonca Jr. is a financial advisor with LPL Financial in Honolulu, HI, holding Series 63, 65, and 66 licenses and bringing 39 years of industry experience. He has worked at Linsco/Private Ledger Corp. since 2004. Outside of his advisory work, Mel performs publicly with a band. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a broad network of investment adviser representatives.

Campbell Cavasso is a financial advisor with Mass Mutual Investors Services in Honolulu, HI, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with MML Investors Services, Inc. since 1990 and Massachusetts Mutual Life Insurance Co. since 1987. Outside of financial services, he is involved in life and health insurance sales and is an owner of Hydroseed Hawaii Nursery, a business specializing in growing and selling turf grass. MML Investors Services, LLC operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs a collaborative planning approach using proprietary software and offers a range of programs including educational seminars and event-driven planning services such as divorce and estate settlement.

Jeffrey Valoria is a financial advisor with Morgan Stanley in Honolulu, HI, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Wells Fargo Clearing and Raymond James Financial Services. Outside of his advisory work, he is involved in administrative duties at NJCM Enterprises. Morgan Stanley Wealth Management provides advisory and broker-dealer services to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process utilizing firm-approved tools and emphasizes advisory services without providing individual security recommendations as part of standalone financial plans.

Lincoln Koike is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Koike serves on the Board of Directors of the Hawaii Youth Athletic Organization, where he is Vice President. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Aaron Tom is a Series 66-licensed financial advisor with Morgan Stanley in Honolulu, HI, holding approximately two years of industry experience. He has worked at Morgan Stanley since 2023, with prior full-time education experience spanning 16 years. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools without providing individual security recommendations as part of standalone planning.

Calen Scot Holt is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2025, he served in the United States Army for 11 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of financial advisors and branch offices.

Joshua Potterton is a financial advisor with Raymond James Financial Services Advisors, Inc. in Honolulu, Hawaii, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. Prior to joining Raymond James in 2025, he spent 20 years at Edward Jones. He is also the CEO of two support companies, LOSH3, LLC and Pulse Wave Private Wealth, providing holistic financial planning and insurance needs analysis. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, pension plans, and institutional clients. The firm emphasizes tailored, non-discretionary planning and supports its recommendations through advisory programs and affiliated firms.

Kyle Yanabu is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior experience includes roles at Summit Financial Group and Hawaii Financial Advisors, where he also provides financial planning services as part of an independent business. In addition, he works as an independent agent assisting clients with fixed insurance solutions through Highland Capital Brokerage. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and provides access to multiple investment program structures and third-party managers.